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iShares Morningstar Small-Cap Value ETF
ISCV

119 hedge funds and large institutions have $298M invested in iShares Morningstar Small-Cap Value ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 28 increasing their positions, 41 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

25% more capital invested

Capital invested by funds: $239M → $298M (+$58.6M)

9% more funds holding

Funds holding: 109 → 119 (+10)

3.91% more ownership

Funds ownership: 50.83% → 54.74% (+3.9%)

32% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 41

Holders
119
Holders Change
+10
Holders Change %
+9.17%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
20
Increased
28
Reduced
41
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ETC
Exchange Traded Concepts
Oklahoma
+$31.8M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.26M
3
UBS Group
UBS Group
Switzerland
+$3.21M
4
BDF
Black Diamond Financial
Maryland
+$2.27M
5
ACA
Aptus Capital Advisors
Alabama
+$2.19M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$2.65M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.49M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$1.76M
4
Raymond James Financial
Raymond James Financial
Florida
-$1.27M
5
LPL Financial
LPL Financial
California
-$1.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$241K -$1.62K -25 -0.7%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$241K -$6.23K -96 -3%
SF
78
Summit Financial
New Jersey
$240K -$5.13K -79 -2%
ATS
79
Ashton Thomas Securities
New York
$237K +$231K +3,550 New
WIA
80
World Investment Advisors
California
$224K – – –
BC
81
Barrett & Company
Rhode Island
$218K – – –
PAS
82
Park Avenue Securities
New York
$210K +$205K +3,156 New
IFG
83
Independent Financial Group
California
$203K +$198K +3,045 New
SAM
84
Smartleaf Asset Management
Massachusetts
$173K -$1.82K -28 -1%
GWS
85
Greykasell Wealth Strategies
California
$168K +$164K +2,518 New
HI
86
Harbour Investments
Wisconsin
$167K – – –
PS
87
Principal Securities
Iowa
$166K -$5.2K -80 -3%
CSB
88
City State Bank
Iowa
$146K – – –
CCM
89
Chilton Capital Management
Texas
$122K +$119K +1,833 New
FFA
90
Farther Finance Advisors
California
$96K – – –
BIM
91
Brentview Investment Management
Illinois
$66.6K – – –
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$61.5K +$59.9K +923 New
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$58K – – –
CIAS
94
Capital Investment Advisory Services
North Carolina
$53.3K – – –
HIA
95
Harbor Investment Advisory
Maryland
$50.6K – – –
CMA
96
Cedar Mountain Advisors
Oregon
$48.4K – – –
SS
97
Sunbelt Securities
Texas
$42.7K -$28.2K -434 -40%
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$36.9K +$6.69K +103 +23%
WPA
99
Wealth Preservation Advisors
Tennessee
$32K – – –
AIC
100
Archer Investment Corporation
Indiana
$31.2K – – –
2 3
4
5 6

ISCV Hedge Fund Activity: Q3 2025 in Review

119 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares Morningstar Small-Cap Value ETF (ISCV) for Q3 2025, worth a combined $298M — up 25% from $239M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ISCV positions and 8 closed out — a net gain of 12 holders — while 28 added to existing stakes and 41 trimmed.

The largest buyer was Exchange Traded Concepts, adding an estimated $31.8M. The largest seller was Morgan Stanley, cutting an estimated $2.65M.

  • 119 institutional investors held iShares Morningstar Small-Cap Value ETF (ISCV) as of Q3 2025, up from 109 in Q2 2025.
  • Funds reported $298M of iShares Morningstar Small-Cap Value ETF stock for Q3 2025, up 25% quarter-over-quarter.
  • 20 funds opened new iShares Morningstar Small-Cap Value ETF positions in Q3 2025 and 8 closed out, a net change of +12 holders.
  • The largest iShares Morningstar Small-Cap Value ETF buyer in Q3 2025 was Exchange Traded Concepts, an estimated $31.8M added.
  • The largest iShares Morningstar Small-Cap Value ETF seller in Q3 2025 was Morgan Stanley, an estimated $2.65M sold.

Based on aggregated 13F filings for Q3 2025.